MacroSavvy™

August spending confidence suggests that consumer goods face a spending letup in the near term focused in homegoods categories and among Millennials. The letup may be brief, however, if August represents only a pause in the surge in confidence to spend…

The outlook for consumer goods spending remains positive heading into the back-to-school season given signs from key economic and consumer indicators—including mostly healthy retail sales by channel. The signs for the short term are distilled from the data storyboard below, which…

The consumer goods outlook is facing a threat that is just as important as e-commerce—and that is much more than an Amazon effect. Rising price inflation will be a double-edged threat to the consumer goods outlook through 2025. The two sides…

E-commerce alone will not determine the outlook for consumer goods through 2025. Economic factors also will drive the outlook in important ways that differ by consumer goods category. This interaction between e-commerce and economic drivers is broken down by 13 major…

A surge in Q2 GDP led by consumers provides momentum to consumer goods spending heading into the second half of 2018, although signs from other indicators—price inflation especially—provide some reason for caution. The signs for the short term are distilled from…

Millennials again led the spending confidence of consumers higher in July—with the clothing and homegoods categories benefiting most from stronger confidence to spend over the next 90 days. The recent confidence surge among Millennials suggests they are ready to spend more…

The outlook for consumer goods spending remains relatively positive in the short-term—despite increasing headwinds from price inflation evident in the latest data—given signs from key economic and consumer indicators. The signs for the short term are distilled from the data storyboard…